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67 Financial Planners near Maspeth, New York
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Valerie L. Adelman

CFP®, CDFA(tm)

4.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

6410 Poplar Avenue, Suite 330
Memphis, TN 38119
(901) 761-5068

Erika Safran

CFP®

Principal, Wealth Manager 3.88 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Safran Wealth Advisors, LLC

641 Lexington Ave, 14th Fl.
New York, NY 10022
(212) 328-9530

Clifford Michaels

CFP®, MBA

President 4.25 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Institutional Investment Advisors Corp.

49 w. 37th Street, 7th Flr
New York, NY 10018
(800) 423-8424
+1 More Number
(917) 533-7845

James McGurren

CPA, CFP®

Principal/Managing Director 4.68 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Simon Quick Advisors, LLC

1225 Franklin Ave, Ste 325
Garden City, NY 11530-1693
(646) 668-3522
CONNECT WITH James
  • linkedin link

Brian A. King

CFP®

3.85 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Brian A. King, CFP

110-45 Queens Blvd, Apt 406
Forest Hills, NY 11375-5502
(212) 481-3603

Raj Prashad

CFP®, EA, ChFC, CLU

4.71 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Eagle Tax Planning & Advisory Group

10604 101st Ave
Ozone Park, NY
(718) 441-7011
CONNECT WITH Raj
  • linkedin link

Michael D. Margarites

CFP®

3.99 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Oppenheimer & Co

200 Park Ave, 24 Fl
New York, NY 10166
(212) 667-4106

Charles E. Scott Brewster

CFP®, MBA, EA

4.85 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Brewster Financial Planning LLC

641 President St, Ste 102
Brooklyn, NY 11215-1118
(646) 249-9880

David A. Schneider

CFP®

4.1 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Schneider Wealth Strategies

41 Madison Ave, Fl 31
New York, NY 10010-2345
(800) 461-3283
+1 More Number
(212) 924-2290
CONNECT WITH David
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Tracy Bird

CFP® CIMA CPM

SVP 4.05 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Morgan Stanley

55 East 52nd St., 29th Flr
New York, NY 10055
(212) 903-7721

Kevin M. O'Leary

CFA, CFP®

4.42 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

UBS Financial Services, Inc.

1285 Avenue of the Americas, 18th Fl
New York, NY 10019-6031
(212) 713-2525

Anja Luesink

CFP® RLP® CeFT® GFP®

Owner, Chief Financial Planner 3.96 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Luesink Stenstrom Financial

475 Park Ave S, Ste 2100
New York, NY 10016
212-405-1609

Raymond N. Bergen

CFP®

4.05 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

Securities America, Inc.

11241 Queens Blvd, Ste 201
Forest Hills, NY 11375
(718) 896-4829
+1 More Number
(718) 896-4829

Carol O'Rourke

CFP®

Partner 3.41 Miles

Specialties: Budget & Debt Management, Attending College, Buying a Home, Asset Allocation, Mutual Funds...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

SHOR Financial Wellness

25 Sutton Place South, Apt 17H
New York, NY 10022
(917) 902-0685

Sara Stanich

CFP®, CDFA, MBA

President 4.71 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Cultivating Wealth

PO Box 5014
Montauk, NY 11954
(646) 693-7451
CONNECT WITH Sara
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Michael L. Sangirardi

MS, CFP®, ChFC, APMA

Financial Advisor 4.52 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

FutureFWD Advisors

122 E 42nd St, Rm 2215
New York, NY 10168-2297
(646) 378-4570

Kenneth Nuttall

CFP®

Chief investment Officer 4.14 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

12 East 49th St, Floor 14
New York, NY 10017
+ 2 More Addresses

13 McKean Cir
West Grove, PA 19390-9760

118 Wembley Rd
Wilmington, DE 19808-1444
(302) 893-7985
CONNECT WITH Kenneth
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Eric J. Dostal, Esq.

CFP®

4.05 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(646) 277-3621
CONNECT WITH Eric
  • twitter link
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Richard P. Kass

CFP® AIF

President 4.21 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

Ben Lipschitz

CLU,ChFC,CFP®

4.79 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Maspeth, New York and the surrounding communities.

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
(212) 819-0700

Douglas E. Mollin

CFP®

2.38 Miles

Specialties: Comprehensive Financial Planning, Attending College, Buying a Home, Asset Allocation,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

EMCR

91-31 Queens Blvd, Ste 618
Elmhurst, NY 11373
(718) 803-1817

David Flores Wilson

CFA, CFP®, CEPA

Managing Partner 4.01 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Sincerus Advisory

110 Third Avenue
New York, NY 10003
(917) 843-4366
CONNECT WITH David
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Matthew Kweller

CFP®

Wealth Advisor 4.13 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wilmington Trust

565 Fifth Avenue, 27th Floor
New York, NY 10017
(917) 301-8139
CONNECT WITH Matthew
  • linkedin link

David Rosenstrock

CFP®, MBA

Director 4.74 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wharton Wealth Planning, LLC

3 Columbus Cir, Fl 15
New York, NY 10019-8716
+ 1 More Address

Wharton Wealth Planning, LLC

150 Washington Ave
Santa Fe, NM 87501-2038
(646) 450-7021

Thomas John McDermott

CFP®, BFA™

Financial Planner 3.9 Miles

Specialties:

Financial Advisor serving Maspeth, New York and the surrounding communities.

Fortis Lux Financial

191 Spencer St Apt 1A
Brooklyn, NY 11205-4527
(212) 560-4418

Tipiwa Walker

CFP®, MBA

2.38 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Lucre Advisory, LLC

97 N 10th Street, #2A
Brooklyn, NY 11249

Michael B. Cooper

CPA/PFS®,CFP®

Private Wealth Advisor-CPA 4.17 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Commission and Fee Financial Advisor serving Maspeth, New York and the surrounding communities.

The Michael Cooper Group At Amerprise Financial

Ameriprise Financial Services LLC, 530 5th Ave-10th FL.
New York, NY 10036-5114
(917) 472-2669
CONNECT WITH Michael
  • linkedin link

Nicholas D'Ambrosio

CFP®

4.33 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Horizon Planning, Inc.

250 E 87th St, No 4C
New York, NY 10128
(212) 427-7734

Viktoria Kamin

CFP®

Principal & Senior Financial Planner 4.03 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Financial Asset Management Corporation

295 Madison Ave, 12th Floor
New York, NY 10017
+ 1 More Address

Financial Asset Management Corporation

26 S Greely Ave
Chappaqua, NY 10514
CONNECT WITH Viktoria
  • linkedin link

Gabriel Kaplan

CFP®

Principal 4.2 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maspeth, New York and the surrounding communities.

Wealth Habits

303 E 83rd Street, #15B
New York, NY 00000
+ 1 More Address

Wealth Habits

5 Sage Ct
White Plains, NY 10605
CONNECT WITH Gabriel
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